Institutional Investor Coverage Analyst – Fundraising & CRM

Antares Capital LP; New York (NY); Presencial; USD 85 000 - 110 000; Tempo integral

Resumo da oferta

Antares Capital LP in New York seeks an Analyst to support the Americas Institutional Business Development team in fundraising and AUM growth, by assisting with CRM management, meeting prep and follow-up, and coordination with partner groups for investor due diligence.

You will help prepare capital raising initiatives, monitor deployment activity, and maintain data in the CRM, while collaborating with Product, IR, and Marketing to advance strategic initiatives.

Qualificações

• Bachelor’s degree in finance or a related area.
• Knowledge of or a strong interest in direct lending, leveraged finance, or alternative credit preferred.
• Willingness and ability in the future to pass Series SIE, Series 7 and 66
• 1+ years of experience in investment banking, asset management, alternative investments, or a sales-support capacity preferred.

Responsabilidades

• Participate in the preparation of capital raising initiatives, such as submitting prospective investor due diligence requests, coordinating road shows, and preparing meeting briefs.
• Monitor planned deployment activity across the institutional investor community and provide updates for weekly team meetings.
• Regularly update and monitor the CRM to ensure data accuracy.
• Participate in virtual pension fund investment committee meetings and review/upload relevant minutes and materials to internal databases.
• Collaborate with Product, IR, and Marketing professionals to support strategic initiatives.
• Coordinate with partner groups across the organization to obtain and synthesize information from the investment teams, performance, legal, tax, operations, finance, and accounting teams to prepare materials and onboard investment vehicles.

Conhecimentos

Excel

PowerPoint

Word

CRM experience

Communication skills

Attention to detail

Formação académica

Bachelor's degree in finance or related area

Ferramentas

Salesforce

Microsoft Dynamics

Descrição da oferta de emprego

Antares Capital LP in New York seeks an Analyst to support the Americas Institutional Business Development team in fundraising and AUM growth, by assisting with CRM management, meeting prep and follow-up, and coordination with partner groups for investor due diligence.

You will help prepare capital raising initiatives, monitor deployment activity, and maintain data in the CRM, while collaborating with Product, IR, and Marketing to advance strategic initiatives.